We are looking for a solution to centralize key client information.
We offer accounting/tax, bookkeeping and payroll services and often have team members off (vacation/sick/transition), so we’d like to ensure we have a centralized place we can see this information for the different services. Things like:
- Tax/Accounting notes to ensure are they are incorporated into the next year’s file
- Bookkeeping notes: how-tos and client preferences on communication, etc.
- Payroll: common tweaks, things needing updated, problem employees, etc.
- General notes about client’s goals, systems, family, etc.
We have tried:
- Pinned notes in the timeline: these are helpful, but there’s no real way to sort and these can get unwieldy very quickly
- Customized Templates: These can work, but we found that any change to the core template would overwrite these adaptations.
- Google Sheet: This is the option we are currently exploring, but worry that it will just be ignored and don’t really want this stored outside of Karbon.
I am curious if other people find notes like these necessary and if so what solution have they come up with that’s working for them. Bonus would be any pitfalls or accountabilities you have had to implement.